Money, Markets & New Age Investing
Hello, my name is Greg Weldon, and I am the host of Money, Markets & New Age Investing, a Podcast that I have created to help people better understand what makes the global capital markets "tick", to help level the so-called playing field. I will teach you the things you'll NEED to know to best capitalize on your investments. I will show you specific trading strategies, and how to be protect your downside, because having a risk management overlay is paramount to success. But that’s just the beginning. We live in historic times, with big picture changes happening all around us . Financially speaking, this is all about a 50-year credit cycle of printing money, debasing the value of your paper wealth every single day …trillions of new dollars, yen, euros, pesos, new paper IOUs FLOODING the market. Then a pandemic accelerated a FORTY YEAR TREND REVERSAL, and BAM, inflation is thrown into the mix !!! More money chasing less goods”, it is everywhere, in everything, and everyone feels it. Add one final and critical secular trend that is intensifying … POLARIZATION …we’ve seen in it income for decades, but now it is in everything … weather, politics, human behavior, and markets. What do we have?? A new age of heightened volatility, one that will be with us for the foreseeable future. Thus, it is never more important to care for your ASSETS. With four decades of experience and a New Age vision for the future, I can help you learn how to better navigate these ever more volatile markets!!!! Join me for Money, Markets & New Age Investing!!!
Episodes
In my view, Jay Powell has become "a problem", though NOT because he’s a bad guy with evil intent. I do not believe that. In fact, he seems like a genuinely “nice guy”!
BUT, having said that, he IS an “egghead, an overthinking, theoretical, no action, no skin in the game, no blood-no foul, ACADEMIC.
Jerome Powell is a monetary PURIST and thus, beyond Employment and Inflation…NOTHING ELSE MATTERS!
The Consumer C...
In today's podcast Greg rewinds to review his January 2025 Year-Ahead Outlook, his major macro-market trading/investment "themes":
-- Consumer Cocoon/Credit Crunch
-- Fed Acquiescing to Higher Rates of Inflation
-- Yield Curve Steepening
-- US Dollar Depreciation and Geo-Political Realignment
-- Rotation of Wall Street Money into Precious Metals Mining Shares
Indeed, as of September 5th these themes have been...
In this episode of Money, Markets & New Age Investing Greg puts forth a new macro-thematic thought process as a way to answer what has become THE MOST asked question of the year…"why now, why after decades of worry, does the US Public Debt MATTER???"
The answer is simply physics, and a study of "stabilization" and "rotational angles", and the physics behind how a seesaw "works&quo...
The current macro-economic “narrative” is as follows:
1. The Consumer remains "strong", with a "healthy" Balance Sheet
2. The Labor Market remains "solid."
In today's podcast I use FACTS, data and simple mathematics to COMPLETELY blow up that narrative and debunk the greatest macro-economic myth out there right now, that the Consumer remains in a "strong" position, ...
As a tsunami of "supply" rolls towards the shores of the US Treasury market ... it’s hard to envision how US Bond yields don't rise further unless, or more realistically until, the Fed takes action, taking the 30-Year T- Bond above 5% and calling into question the underlying "credibility" of the US Bond market.
Indeed, the top-down secular fundamentals for both the US Treasury market and the va...
At the risk of aging myself, I vividly remember Mad Magazine as a kid, and the goofy, enigmatic, care-free character Alfred E. Neuman.
Alfred was famous for being care-free with the buzz phrase..."What, Me Worry?"
As the Trade War intensifies, I ask, who is "worried" out there?
Well Donald Trump is hoping China is worried. The Donald is hoping that Fed Chair Powell is worried.
But both of these individ...
Stagflation, Supermassive Debt Black Holes, Consumer Cocoons, FOMC Policy, Trump Tariffs, the Financial pop-media, the Stock Market, US Dollar and Gold...Greg "talks" all these topics in this recent interview, hosted by an industry legend, the original Wall Street Whiz Kid, Peter Grandich, one-time agent and money manager to some of New York's most iconic professional athletes, now retired.
A multitude of macro-monetary storm fronts are converging on the US Dollar and are coming from a variety of directions, putting the US currency on the defensive, and opening the door for a technically significant violation of the multi-year bull market trend.
Indeed, the US Dollar is on the verge of executing a major long-term, secular-trend-reversal to the downside, one that would (will) carry serious, game-changing c...
In this episode Greg discusses:
The two biggest macro-economic dislocations in US history, as the main secular "themes" for 2025 (and beyond).
The micro-details in the form of the simple mathematics that clearly illustrate and define those two macro-dislocations.
And the markets...what to do! Two specific strategies that anyone can deploy within the stock market to help protect the purchasing power of your mone...
Among several macro-themes I pushed during last January's 2024 Outlook, I note three that are intertwined with the US Consumer:
One) US Consumer cocoon would “harden” amid deflation in “real” Retail Sales.
Two) Consumers would RELY on Credit Cards to “make ends meet,” thus Delinquencies would soar under intensifying financial pressure, thanks to dangerously LOW savings and ZERO “real” wage growt...
By deciding to cut their Fed Funds Policy Rate this past week, amid a renewed rise in CPI price indexes is a clear sign that the FOMC is "acquiescing" to higher general rates of inflation.
Subsequently the US Dollar has broken out to the upside in a big way, which in turn is weighing on US Stock Indexes, Gold along with the entire Metals complex, and even Bitcoin.
What's next for the U...
In Episode One of Season Three of Money, Markets & New Age Investing Greg Weldon defines the new "D.E.I." for the next four years in the US under Donald Trump.
The new D.E.I. is...
...DEBT
...EASY-MONEY
...INFLATION
Hear all about the NEW AGE "trends" and find out what Greg envisions for the markets over the next few months, in Season Three, Episode...
Vladimir Lenin once said...
"The way to crush the bourgeoisie is to grind them between the millstones of taxation and inflation."
While there is controversy as to whether it was in fact Lenin who said that, or the legendary economist John Maynard Keynes, who attributed that line to Lenin following an interview he conducted with the Russian leader...the fact is simple, the US Consumer is be...
The "Twin Towers" are gone, but never forgotten. Greg worked in Four WTC for several years, and in the adjacent World Financial Center as well, so it is with all humility and respect that he discusses the macro-economic version of the "Twin Towers", because they are back, standing taller than ever, and putting the US Dollar in harm's way. Greg speaks to the records being set within BOTH the US...
It's Season Two, Episode Ten and Greg reviews the dramatic shift in the monetary policy narrative from the Federal Reserve this past week, away from "fighting inflation" to "protecting the economy", following yet another in a string of EXCEPTIONALLY WEAK economic data, culminating in a nightmarish Employment Situation Report on Friday from the BLS.
Greg dissects the data, not only in ...
In Episode 9, Greg introduces his new Three Podcast Special Series, "interviews" with a handful of the greatest money managers/traders of all-time, thanks to his colleague of many years, the legendary Jack Schwager, author of the must-read and top-ten all-time financial market book, "Market Wizards".
Yes, Greg has received permission from Jack to share excerpts from this classic book, an a...
There was a mind-numbing Presidential debate this week on national TV, but there is NO "debating" the facts:
Fact -- the US consumer is cocooning, cutting back discretionary spending amid a depletion of savings, maxed-out credit cards, and "real" wages that barely keep pace with (still high) inflation. "Real" (inflation adjusted, in dollar terms) Retail Sales have been NEGATIVE f...
First, don't miss the offer of a FREE Chart Book that accompanies this Episode, with dozens of cool charts on Consumer Credit, Delinquencies, Household Finances, Inflation, Retail Sales, and, ALL the markets we are currently involved with, Financials, Utilities, Consumer Staples and Utilities along with the US Dollar, Gold, Silver, Platinum, Copper, Base Metals, Uranium, Natural Gas, Bitcoin, Ethereum and more! ...
The S+P 500 has risen by +50.8% since the October 2022 low. The XLK S+P Information-Technology ETF has risen by +88.0% since the October 2022 low. And since just last October the NASDAQ-100 Index has risen by +31.2% .
The last six-months of this massive bull move in US stocks has been driven by three themes:
· Expectations of Fed rate cuts in 2024
· AI and chip stocks
· The perception tha...
Twenty-two global Central Banks held meetings this past week to decide what, if any, changes they would make to their monetary policy stance. More than one-third of those Central Banks (8) voted to CUT their official short-term Policy Rate, TWICE as many as voted to raise rates (4), while 10 of 22 left policy unchanged.
Of those Central Banks that left rates unchanged, the majority of them communicated belief...
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